Family Capital Trust’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Family Capital Trust’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Hold	269	–	–	0.01%	75
2026 Q1	$22.9K	Sell	269 -12	-4%	-$1.06K	0.01%	78
2025 Q4	$23.8K	Hold	281	–	–	0.01%	75
2025 Q3	$23.4K	Hold	281	–	–	0.01%	80
2025 Q2	$22.3K	Hold	281	–	–	0.01%	54
2025 Q1	$21.6K	Buy	281 +30	+12%	+$2.42K	0.01%	54
2024 Q4	$20.1K	Hold	251	–	–	0.01%	55
2024 Q3	$19.9K	Hold	251	–	–	0.01%	57
2024 Q2	$18.3K	Hold	251	–	–	0.01%	57
2024 Q1	$19.1K	Hold	251	–	–	0.01%	56
2023 Q4	$18.4K	Hold	251	–	–	0.01%	53
2023 Q3	$16.3K	Buy	+251	New	+$17.2K	0.01%	47

Other funds holding MDYV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Family Capital Trust's MDYV Position: Q2 2026 in Review

Family Capital Trust held its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) position steady in Q2 2026 at 269 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #75.

Family Capital Trust first reported a position in MDYV in Q3 2023 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

Family Capital Trust held 269 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $25.5K as of Q2 2026.
Family Capital Trust left its State Street SPDR S&P 400 Mid Cap Value ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Value ETF made up 0.01% of Family Capital Trust's portfolio in Q2 2026, its #75 holding.
Family Capital Trust first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.